ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 263 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,293 | -18.8% | 23,445 | -18.4% | 0.02% | -19.0% |
| Q2 2023 | $686,676 | -16.7% | 28,719 | -16.1% | 0.02% | -22.2% |
| Q1 2023 | $824,001 | +6.3% | 34,248 | +5.0% | 0.03% | 0.0% |
| Q4 2022 | $775,363 | -6.2% | 32,619 | -7.4% | 0.03% | -30.8% |
| Q3 2022 | $827,000 | +13.3% | 35,221 | +16.3% | 0.04% | +14.7% |
| Q2 2022 | $730,000 | -55.4% | 30,289 | -54.4% | 0.03% | -51.4% |
| Q1 2022 | $1,635,000 | +0.4% | 66,403 | +4.6% | 0.07% | +9.4% |
| Q4 2021 | $1,629,000 | +7.7% | 63,500 | +9.1% | 0.06% | -12.3% |
| Q3 2021 | $1,512,000 | +4.1% | 58,215 | +4.3% | 0.07% | -5.2% |
| Q2 2021 | $1,453,000 | +1.1% | 55,793 | +0.8% | 0.08% | -6.1% |
| Q1 2021 | $1,437,000 | +40.2% | 55,334 | +41.3% | 0.08% | +30.2% |
| Q4 2020 | $1,025,000 | +17.0% | 39,147 | +16.7% | 0.06% | +3.3% |
| Q3 2020 | $876,000 | +61.0% | 33,540 | +60.5% | 0.06% | +35.6% |
| Q2 2020 | $544,000 | +26.8% | 20,897 | +21.3% | 0.04% | -2.2% |
| Q1 2020 | $429,000 | +7.0% | 17,227 | +9.4% | 0.05% | +64.3% |
| Q4 2019 | $401,000 | – | 15,753 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 665,639 | $15,822,234 | 7.05% |
| Francis Financial, Inc. | 473,616 | $11,257,850 | 5.87% |
| LFA - Lugano Financial Advisors SA | 162,090 | $3,852,879 | 3.30% |
| Milestone Investment Advisors LLC | 371,670 | $8,834,601 | 2.51% |
| Private Ocean, LLC | 766,136 | $18,211,052 | 2.31% |
| Integris Wealth Management, LLC | 251,959 | $5,989,067 | 1.96% |
| Summit Wealth Group, LLC | 85,794 | $2,039 | 1.82% |
| Better Money Decisions, LLC | 82,955 | $1,971,843 | 1.74% |
| IMPACTfolio, LLC | 95,659 | $2,273,814 | 1.64% |
| Arlington Financial Advisors, LLC | 125,721 | $2,988,388 | 1.06% |